Session №003

Robotics: the hidden complexity, and why 99% is not enough

Robotics  ·  Robert MacKenzie  ·  28 Oct 2026  ·  65 slides  ·  40 min video

Movement is not work. Robert MacKenzie, our Venture Partner and former CPTO of ANYbotics, on where the complexity in robotics hides, what it took ANYmal to get from 95% to 99.9%, which trends are hype, and how to stage a robotics company so it learns before it earns.

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Trend or hype
Hype

Humanoids everywhere, soon

More than 100 companies build humanoids, all need several breakthroughs, fewer than 10 reached scaled pilots. Expect many job-specific robots and humanoids; real humanoid value is a long way off.

Trend

Complex robots, rushed to market

Companies are commercialising more complex systems, and many are rushing. A surprising number will fail soon: products won’t keep the promise, business models won’t work, funding will stop.

Hype

Robotic hands

Hands will be needed one day, but their importance is overstated today. Many jobs will be solved with specific end effectors, and hands will be useful on non-humanoids first.

Hype

One robotics brain

A “one brain” for all robots will advance the technology, but its companies will struggle with business models: hardware and testing limits, standards, safety and liability.

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